Job Description

About Upwell

Upwell is transforming revenue operations with cutting-edge software that simplifies and optimizes financial processes for businesses. We are growing rapidly and seeking a Business Analyst to help drive our product vision, execution, and impact. If you thrive in a fast-paced environment and want to shape the future of our products, we'd love to hear from you!

About the Role

As Business Analyst , you'll play a key role in bridging the gap between business needs and technical solutions. You'll work cross-functionally to analyze processes, gather requirements, and drive data-driven insights that inform strategic decisions. This role requires strong analytical thinking, problem-solving skills, and a passion for optimizing business operations.

What You'll Do

• Requirements Gathering & Documentation – Collaborate with stakeholders to elicit, analyze, and document detailed business requirements and functional specifications
• Process Analysis & Optimization – Map current business processes, identify inefficiencies, and recommend improvements to streamline operations
• Data Analysis & Reporting – Analyze business data, create comprehensive reports, and develop dashboards to support decision-making across the organization, leveraging AI tools for advanced analytics and insights
• Stakeholder Management – Facilitate meetings, workshops, and requirements sessions with various teams including product, engineering, sales, and operations
• Solution Design & Validation – Work with technical teams to design solutions that meet business needs and validate that implementations align with requirements
• Business Case Development – Create detailed business cases, cost-benefit analyses, and ROI projections to support strategic initiatives
• Cross-functional Collaboration – Partner with product managers, engineers, and other teams to translate business needs into actionable technical requirements
• Quality Assurance – Review deliverables, test functionality, and ensure solutions meet defined acceptance criteria and business objectives
• Documentation & Training – Create user guides, process documentation, and training materials to support successful solution adoption
• AI-Enhanced Analysis – Utilize AI tools for data pattern recognition, process automation recommendations, predictive analytics, and streamlining requirements documentation

What You Bring

• 3-5 years of experience in business analysis, process improvement, or related analytical roles
• Strong analytical and problem-solving skills with ability to break down complex business problems into manageable components
• Proficiency in data analysis tools such as Excel, SQL, Tableau, Power BI, Thoughtspot or similar analytics platforms
• Experience with requirements gathering techniques, process mapping, and documentation best practices
• Knowledge of project management methodologies and tools 
• Excellent written and verbal communication skills with ability to present findings to various stakeholders
• Experience with business process modeling and workflow optimization
• Strong attention to detail and ability to manage multiple projects simultaneously
• Understanding of software development lifecycle and ability to work effectively with technical teams
• Experience creating business cases and cost-benefit analyses
• Familiarity with AI and automation tools for data analysis, process optimization, and documentation enhancement
• Bachelor's degree in Business, Finance, Economics, Information Systems, or related field preferred
• Previous experience in Logistics or Freight tech is a plus 

Why Join Upwell?

• Be part of a high-growth, mission-driven company
• Work with a collaborative and passionate team
• Competitive salary and benefits package
• Opportunity to make a significant impact on the company's success

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